McKinley Carter Wealth Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

McKinley Carter Wealth Services’s Portfolio PPA Stock Details PPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Buy	8,472 +4,819	+132%	+$825K	0.08%	148
2026 Q1	$605K	Hold	3,653	–	–	0.03%	205
2025 Q4	$572K	Hold	3,653	–	–	0.03%	213
2025 Q3	$568K	Sell	3,653 -19	-0.5%	-$2.79K	0.03%	211
2025 Q2	$520K	Sell	3,672 -48	-1%	-$6.08K	0.03%	211
2025 Q1	$434K	Sell	3,720 -87	-2%	-$10.2K	0.03%	221
2024 Q4	$437K	Buy	3,807 +983	+35%	+$116K	0.03%	213
2024 Q3	$325K	Sell	2,824 -342	-11%	-$37.2K	0.02%	252
2024 Q2	$325K	Buy	3,166 +129	+4%	+$13.2K	0.02%	247
2024 Q1	$308K	Hold	3,037	–	–	0.02%	253
2023 Q4	$280K	Buy	+3,037	New	+$260K	0.02%	256

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

McKinley Carter Wealth Services's PPA Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Invesco Aerospace & Defense ETF (PPA) stake by 132% in Q2 2026, buying an estimated $825K and bringing the position to 8,472 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #148.

McKinley Carter Wealth Services first reported a position in PPA in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

McKinley Carter Wealth Services held 8,472 shares of Invesco Aerospace & Defense ETF worth $1.5M as of Q2 2026.
McKinley Carter Wealth Services bought 4,819 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $825K.
Invesco Aerospace & Defense ETF made up 0.08% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #148 holding.
McKinley Carter Wealth Services first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.